Managing Director, Head of Investments Advisory, Citi

Citi

Location:

Hong Kong, Kowloon

Category:

Finance

Contract Type:

Not provided

Salary:

Not provided

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Job Description:

The Managing Director, Head of Investments Advisory, Hong Kong, is a senior leadership role that manages multiple teams of senior professionals through other senior managers. The job requires a broad and comprehensive understanding of the different systems, theories and practices relevant to enabling the Investments Advisory capabilities for Citi’s Wealth franchise in Hong Kong. In-depth knowledge of the industry and direct competitors' products/services is also necessary in order to contribute to the commercial objectives of the business. Excellent communication skills required in order to influence a wide range of audiences. The job is likely to be involved in both internal and external negotiations which will have a major impact on the area managed, and possibly on other related areas and organization as a whole. The role will be responsible to develop medium- to long-term plans and executes functional strategies for the Investment Advisory organization in Hong Kong, requiring coordination and integration across with business partners and stakeholders. Full management responsibility of the investments advisory team, including management of people, budget and planning. Has authority to negotiate and make independent decisions on issues/activities that have critical impact or influence on company revenues, capital or business operations.

Job Responsibility:

Ensure corporate strategy execution on a cluster level
Supervisory responsibilities, setting vision and productivity goals, overall market profitability, sales, operations, recruiting/workforce growth, and adhering to all regulatory rules/guidelines
Achievement of revenue and net new investment asset performance and all business drivers, initiatives, expense management goals
Formulation and execution of the strategic business plans
Collective results in sales, hiring, risk management, and productivity within Investment Advisory and the overall Wealth franchise in Hong Kong
Manage a profitable P&L with a focus on driving a remarkable client experience
Align with relevant stakeholders, drive and identify opportunities to deepen existing customer relationships
Direct contact for Wealth Senior Management for market results and regular business updates
Provide strong leadership, conviction and messaging to all direct reports
Motivate, persuade, and lead a group of Investments Specialists and non-team partners
Attract talent in relevant markets both at the producer level and the leadership level
Represent Citi at industry conferences
Communicate effectively with senior management
Strategic thinking and critical / objective decision making
Drive execution with a high sense of urgency
Understand and drive client segmentation as well as the future growth strategy and client metrics
Contribute to the organization’s goals and embody the firm’s leadership standards and values
Assess risk when business decisions are made
Drive compliance with applicable laws, rules and regulations
Adhere to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices
Escalate, manage and report control issues with transparency
Effectively supervise the activity of others and create accountability with those who fail to maintain these standards

Requirements:

15+ years of management experience with financial services focus
Required Licensing/Registration in meeting the local regulatory requirements
Demonstrated financial acumen with knowledge and experience in managing and operating in a global and matrixed environment
Extensive experience in product sales and business development
prior investment sales management required
Demonstrated success in growing a business, building internal & external partnerships and ability to negotiate complex structures
Demonstrated ability to lead, motivate, and influence others
Excellent verbal and written communication skills
Customer services orientation
Technical ability and understanding of cutting edge and emerging technology
Highly capable in change management and proven experience in driving change

Additional Information:

Job Posted:

March 22, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Managing Director, Head of Investments Advisory